Our Profile
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Jim Galkowski, CFP®,CIMA®
Director | Financial Advisor
Jill M. Roux, CTFA® WMCP®
Assistant Vice President | Senior Client Specialist
Jill Roux is a Senior Client Specialist at Baird and has been with the firm since 2021. As a key member of the team, she is dedicated to delivering an exceptional client experience while providing comprehensive support to Jim.Jill...
Ann Haase
Assistant Vice President | Senior Client Specialist
Ann Haase is a Senior Client Specialist at Baird, where she joined the firm in February 2022. She brings more than 15 years of industry experience and is FINRA Series 7 and 66 licensed. Ann brings a thoughtful, client‑first approach to...
Extended Team Members
Jim Guckenberg, JD, CTFA
Senior Estate Planner
Jonathan Raymon
Manager Trust Charitable Solutions
Kate Biagi-Rickert
Charitable Solutions Officer - Baird Trust
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Mike Burzynski, CPA
Tax Strategist
Jaleigh White
Director of Baird Family Wealth
